| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOFEN & GLOSSBERG LLC /IL/ | 15,618 | 324,000 | 51.25% | ||
| 2 | NORTHSTAR ASSET MANAGEMENT Co | 12,803 | 266,000 | 42.08% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 1,165 | 24,194 | 3.83% | ||
| 4 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 864 | 18,000 | 2.85% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
